Greenback Rebound Commodity Headwind?
S&P 500 bullish, US Dollar rebounds, Copper and Natural Gas at critical points for bulls. Healthcare continues to act well in a "value" world.
412 Views
Positioning Watch – No Signs of a Recession in Positioning Data Yet
Hello everyone, and welcome back to our weekly positioning watch. Markets have found their way back to pre-NFP levels as the storm seems to have...
276 Views
Energy Cable: China is killing the commodity super cycle
Take aways: Low margins and high stock levels mean that China will export its excess metal capacityOther commodities like crude and its...
1.2k Views
Copper Inventories Back at Pre-Covid Levels & Oil Demand Cuts Everywhere
The world is seeing a major deceleration in oil demand growth led by China, with inventories set to rise next year even if OPEC+ were to postpone...
317 Views
Steno Signals #113 – Neither Inflation, Growth, Nor Liquidity is rising right now
As most of you know, we remained upbeat on the cycle until around mid-July, as growth parameters continued to perform solidly in real-time, while...
368 Views